NewFinancial Services Representative - State Farm Agent Team Member Renee Hyde - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberWindsor, CAFull timeAs a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalVallejo, CaliforniaRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
NewAssociate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorSanta Rosa, CAAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Financial Solutions Advisor- North Napa Financial Center Bank of America CorpFinancial Solutions Advisor- North Napa Financial CenterNapa, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Advisor - Greater San Francisco Bay Area Thrivent Financial for LutheransFinancial Advisor - Greater San Francisco Bay AreaSanta Rosa, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Solutions Advisor - Novato Financial Center Bank of AmericaFinancial Solutions Advisor - Novato Financial CenterNovato, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewFinancial Solutions Advisor - Fairfield/Concord Area Bank of America CorpFinancial Solutions Advisor - Fairfield/Concord AreaVallejo, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Risk Advisory Services Principal Baker Tilly Virchow KrauseLLPRisk Advisory Services PrincipalSanta Rosa, CAWork closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Merchant Services Sales Officer Exchange BankMerchant Services Sales OfficerSanta Rosa, CA$57,918–$77,465 / yearEducation and Experience: A combination of education and experience equivalent to an associate's degree in Business Administration or related field; and knowledge typically gained through a minimum of three years' experience in a bank sales role with knowledge of merchant services products. Free checking and discounts on other available banking products Checking and savings accounts, safe deposit box, retirement planning assistance, Discounts on home and personal loansLoans are subject to credit approval.
Risk Advisory Services Principal Baker Tilly Virchow Krause, LLPRisk Advisory Services PrincipalNapa, CAWork closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Market Financial Center Manager Bank of AmericaMarket Financial Center ManagerNapa, CaliforniaThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.
Operational Branch Services Officer On-Call Westamerica BancorporationOperational Branch Services Officer On-CallNovato, CAWhile performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the "Minimum Monthly Referrals" matrix in Chapter 18 of the Operations Manual for current referral criteria.
NewFinancial Aid Advisor - Strategic Enrollment Management California State University Maritime AcademyFinancial Aid Advisor - Strategic Enrollment ManagementVallejo, CA$54,000–$62,000 / yearUnder the general direction of the Director of Financial Aid at the Cal Poly Solano Campus, this position serves as the initial contact via phone, in-person and via email correspondence for current and prospective students and their families as well as general public inquires; does document in-take; and completes necessary reviews of financial aid files to ensure accuracy of awards and disbursement of financial aid. Each year more than 22,000 top-tier students come to San Luis Obispo and Cal Poly Maritime Academy in Solano County to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities, maritime and the built environment.
NewFinancial Aid Advisor - Strategic Enrollment Management 2021. All Rights Reserved. A California State University CampusFinancial Aid Advisor - Strategic Enrollment ManagementVallejo, CaliforniaUnder the general direction of the Director of Financial Aid at the Cal Poly Solano Campus, this position serves as the initial contact via phone, in-person and via email correspondence for current and prospective students and their families as well as general public inquires; does document in-take; and completes necessary reviews of financial aid files to ensure accuracy of awards and disbursement of financial aid. Each year more than 22,000 top-tier students come to San Luis Obispo and Cal Poly Maritime Academy in Solano County to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities, maritime and the built environment.
Financial Solutions Advisor Registration Candidate - Fairfield/Concord Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Fairfield/Concord MarketVallejo, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
NewFinancial Aid Advisor - Strategic Enrollment Management California State UniversityFinancial Aid Advisor - Strategic Enrollment ManagementVallejo, CA$54,000–$62,000 / yearUnder the general direction of the Director of Financial Aid at the Cal Poly Solano Campus, this position serves as the initial contact via phone, in-person and via email correspondence for current and prospective students and their families as well as general public inquires; does document in-take; and completes necessary reviews of financial aid files to ensure accuracy of awards and disbursement of financial aid. Each year more than 22,000 top-tier students come to San Luis Obispo and Cal Poly Maritime Academy in Solano County to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities, maritime and the built environment.
NewFinancial Aid Advisor - Strategic Enrollment Management CSU CareersFinancial Aid Advisor - Strategic Enrollment ManagementVallejo, CaliforniaUnder the general direction of the Director of Financial Aid at the Cal Poly Solano Campus, this position serves as the initial contact via phone, in-person and via email correspondence for current and prospective students and their families as well as general public inquires; does document in-take; and completes necessary reviews of financial aid files to ensure accuracy of awards and disbursement of financial aid. Each year more than 22,000 top-tier students come to San Luis Obispo and Cal Poly Maritime Academy in Solano County to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities, maritime and the built environment.
NewFinancial Aid Advisor - Strategic Enrollment Management Cal PolyFinancial Aid Advisor - Strategic Enrollment ManagementVallejo, CaliforniaUnder the general direction of the Director of Financial Aid at the Cal Poly Solano Campus, this position serves as the initial contact via phone, in-person and via email correspondence for current and prospective students and their families as well as general public inquires; does document in-take; and completes necessary reviews of financial aid files to ensure accuracy of awards and disbursement of financial aid. Each year more than 22,000 top-tier students come to San Luis Obispo and Cal Poly Maritime Academy in Solano County to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities, maritime and the built environment.
Financial Counselor (Santa Rosa) Northern California Behavioral Health SystemFinancial Counselor (Santa Rosa)Santa Rosa, CA$52,000–$65,651Responsible for the coordination of all credit and collection procedures on the front end, assessing and rapid resolution of self-pay account balances, assessment of all private pay accounts, and verifying insurance and other governmental programs for inpatient and outpatient accounts. Supplemental Receptionist Coverage: Able to fill in to help the reception desk if needed, including answering and redirecting phone calls, greeting and providing callers or visitors with information, and duties related to this coverage as requested.
Financial Analyst BOLT StaffingFinancial AnalystSaint Helena, CA$31.28–$41.82The ideal candidate will have strong analytical skills, experience working with budgets and contracts, and the ability to manage multiple priorities in a dynamic government environment. The Financial Analyst will provide professional level financial, budgetary, procurement, and contract administration support for the department operations and capital projects.